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Portfolio (Quarterly) Guide ↗

Capital Analysts, LLC

· CIK 0001624758
13F Portfolio $4.3B AUM 2,319 positions Filed Aug 5, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 79 New 479 Added 407 Reduced 80 Exited
Page 40 of 77  ·  1,536 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
781 SPG SIMON PPTY GROUP INC NEW Real Estate 568.0 $127K 0.00% -139.0 -19.7% $223.59 -3.9%
782 INNOVATOR ETFS TRUST 4,193.0 $127K 0.00% +2K +59.4% $30.29
783 UAPR INNOVATOR ETFS TRUST 3,545.0 $124K 0.00% NEW $34.98 +2.1%
784 ITA ISHARES TR 512.0 $124K 0.00% +324.0 +172.3% $242.19 -3.3%
785 SMMU PIMCO ETF TR 2,452.0 $124K 0.00% +915.0 +59.5% $50.57 -0.5%
786 VALE VALE S A Basic Materials 8,087.0 $122K 0.00% $15.09 +1.5%
787 XEL XCEL ENERGY INC Utilities 1,516.0 $122K 0.00% +500.0 +49.2% $80.47 -4.1%
788 AON AON PLC Financial Services 367.0 $122K 0.00% -35.0 -8.7% $332.43 +5.2%
789 HII HUNTINGTON INGALLS INDS INC Industrials 433.0 $121K 0.00% $279.45 +6.4%
790 IDU ISHARES TR 1,052.0 $121K 0.00% +51.0 +5.1% $115.02 -4.7%
791 PLTR PALANTIR TECHNOLOGIES INC Technology 1,029.0 $120K 0.00% -467.0 -31.2% $116.62 +59.4%
792 DEO DIAGEO PLC Consumer Defensive 1,478.0 $119K 0.00% $80.51 +14.4%
793 FDEC FIRST TR EXCHNG TRADED FD VI 2,200.0 $119K 0.00% -152.0 -6.5% $54.09 +3.3%
794 GAUG FIRST TR EXCHNG TRADED FD VI 2,866.0 $119K 0.00% $41.52 +1.6%
795 EWJ ISHARES INC 1,285.0 $119K 0.00% $92.61 +3.5%
796 FIRST TR EXCHNG TRADED FD VI 3,236.0 $117K 0.00% -43.0 -1.3% $36.16
797 BLACKROCK ETF TRUST 2,012.0 $116K 0.00% +311.0 +18.3% $57.65
798 MFC MANULIFE FINL CORP Financial Services 2,846.0 $115K 0.00% +17.0 +0.6% $40.41 +6.8%
799 SRE SEMPRA Utilities 1,237.0 $115K 0.00% $92.97 -8.9%
800 UEVM VICTORY PORTFOLIOS II 1,990.0 $115K 0.00% +552.0 +38.4% $57.79 +4.8%
Page 40 of 77  ·  1,536 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 24.2%
Financial Services 20.4%
Industrials 11.3%
Healthcare 9.0%
Communication Services 7.3%
Energy 6.9%
Consumer Cyclical 6.3%
Consumer Defensive 6.0%
Utilities 3.3%
Real Estate 2.8%